Friday, March 28, 2008

Talk of Google's clicks, and it's falling stock price, are all over the news these days.

The trouble is that Comscore has been consistently wrong in the past and does its calculations based on some questionable assumptions. The fact is, they can't really tell and no one really knows. The stock is falling on pure guesswork.

Google reports earnings 4/17. Only what's said then is meaningful. Meanwhile, GOOG is likely the best long-term investment bargain we've seen a long time.